Cornerstone Wealth Management’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Cornerstone Wealth Management’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,632	Closed	-$249K	–	553
2023 Q2	$249K	Sell	5,632 -30	-0.5%	-$1.32K	0.02%	440
2023 Q1	$253K	Buy	+5,662	New	+$253K	0.02%	403
2022 Q3	$290K	Sell	6,802 -7,942	-54%	-$360K	0.03%	355
2022 Q2	$649K	Sell	14,744 -567	-4%	-$26.4K	0.07%	218
2022 Q1	$755K	Sell	15,311 -442	-3%	-$22.2K	0.07%	213
2021 Q4	$828K	Buy	15,753 +37	+0.2%	+$1.93K	0.08%	205
2021 Q3	$827K	Buy	15,716 +816	+5%	+$43.1K	0.09%	206
2021 Q2	$786K	Buy	14,900 +114	+0.8%	+$5.97K	0.08%	217
2021 Q1	$769K	Buy	14,786 +2,083	+16%	+$109K	0.09%	198
2020 Q4	$667K	Buy	12,703 +118	+0.9%	+$6.06K	0.08%	203
2020 Q3	$630K	Buy	12,585 +4,664	+59%	+$235K	0.09%	192
2020 Q2	$386K	Buy	+7,921	New	+$378K	0.06%	248

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Wealth Management's QHY Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q3 2023, closing a stake of 5,632 shares — an estimated $249K sold.

Cornerstone Wealth Management first reported a position in QHY in Q2 2020 and held it in 12 quarters. The position peaked at $828K in Q4 2021. 54 funds tracked by Wall St. Rank hold QHY as of Q3 2023.

Cornerstone Wealth Management reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q3 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 5,632 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2023, an estimated $249K.
Cornerstone Wealth Management first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q2 2020 and held it in 12 quarters.
Cornerstone Wealth Management's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $828K in Q4 2021.
54 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.